Influx Capital Management

RIASEC Registered
Total AUM
$2M
Discretionary
$2M
100% of AUM
Avg account
$142K
Accounts
14
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
282367
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Influx Capital Management operates as a sole proprietorship and is registered as an independent RIA focused on portfolio management for individuals and small businesses. The firm serves a client base made up of individual and family clients and charges fees as a percentage of assets under management. Alongside advisory work, the principal also conducts insurance brokerage activities and is affiliated with an insurance company. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • John Costa

    John Costa

    Investment Advisor RepresentativeCRD 5780294

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth